Level Wealth Management LLC's ownership history for VTI

Level Wealth Management LLC currently holds 156.5K shares with a market value of $52.5M. It started holding VTI on 2024-12-31. At its peak, it held 181.7K shares on 2025-03-31. Its highest holding value was $52.5M on 2025-12-31. At its lowest, it held 147.4K shares on 2025-06-30, with a value of $44.8M on 2025-06-30. In the recent 180 days, Level Wealth Management LLC has increased its shares by 9.2K. In the recent year, Level Wealth Management LLC has decreased its shares by 1.9K.